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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,133 hedge funds and large institutions have $12.5B invested in Vanguard Small-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 461 increasing their positions, 408 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
-16
Holders Change %
-1.39%
% of All Funds
19.16%
Holding in Top 10
99
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.71%
% of All Funds
1.67%
New
86
Increased
461
Reduced
408
Closed
89
Calls
$9.26M
Puts
$6M
Net Calls
+$3.27M
Net Calls Change
-$3.8M

Top Buyers

1
TIM
Total Investment Management
Arizona
$46.2M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$186M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$403M
4
UBS Group
UBS Group
Switzerland
$300M
5
SC
Savant Capital
Illinois
$48.1M

Top Sellers

1
AWA
Aaron Wealth Advisors
Illinois
$7.35M
2
Bank of America
Bank of America
North Carolina
$1.86B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$564M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Bessemer Group
Bessemer Group
New Jersey
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWW
826
Pettyjohn Wood & White
Virginia
$318K +$318K +2,120 New
WWA
827
WCG Wealth Advisors
Nevada
$318K +$318K +2,125 New
QCG
828
Quadrant Capital Group
Ohio
$317K +$150 +1 +0%
WFA
829
West Financial Advisors
Iowa
$316K – – –
EWMCB
830
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$315K – – –
CAC
831
Certified Advisory Corp
Florida
$315K +$92.4K +617 +42%
AWC
832
Adamsbrown Wealth Consultants
Kansas
$314K – – –
RTS
833
Round Table Services
New Jersey
$313K +$61.4K +410 +24%
DE
834
Day & Ennis
Georgia
$310K -$1.35K -9 -0.4%
WFA
835
Wells Financial Advisors
Massachusetts
$309K -$150 -1 -0%
AIA
836
Arbor Investment Advisors
North Carolina
$308K +$1.05K +7 +0.3%
BAS
837
Brown Advisory Securities
Maryland
$306K – – –
MW
838
Marcum Wealth
Ohio
$302K -$55.5K -370 -16%
MFG
839
Magnus Financial Group
New York
$301K -$126K -839 -29%
AI
840
Accredited Investors
Minnesota
$301K -$1.05K -7 -0.3%
PFG
841
PAX Financial Group
Texas
$301K +$14.1K +94 +5%
CWA
842
Consilium Wealth Advisory
Texas
$300K – – –
RG
843
Rathbones Group
United Kingdom
$300K – – –
BAM
844
Bosun Asset Management
Illinois
$300K – – –
RWA
845
Redmont Wealth Advisors
Illinois
$300K – – –
ECG
846
EPIQ Capital Group
California
$300K +$1.5K +10 +0.5%
HWAM
847
Hennion & Walsh Asset Management
New Jersey
$299K -$25.5K -170 -8%
AIM
848
Athena Investment Management
California
$299K – – –
SWP
849
Strategic Wealth Partners
Ohio
$297K +$297K +1,980 New
AWM
850
Altium Wealth Management
New York
$296K -$48.5K -324 -14%
32 33
34
35 36